ewisacwis initial assessments - assignments tracking tool and ia tracking report

eWiSACWIS

Initial Assessments - Assignments Tracking Tool

And IA Tracking Report

Initial Assessment – Assignments Tracking Tool

• The need exists for both Access and Initial Assessment supervisory staff to be able “see”, at any point in time, who is assigned to a particular case(s).

• Real Time. Need something that gathers information as it exists at the exact time of the request.

• Online

The Online Report

• Provides detailed and summary data related to case assignments of an Initial Assessment type. – The page is in effect a decision analysis tool,

which provides users (primarily IA and Access supervisors) with an immediate and current data snapshot of IA workloads.

– Helps Supervisors equalize assignment/distribution.

– Able to see priority cases.

Page Navigation

• Access this functionality via the Utilities menu, on the main eWiSACWIS desktop menu bar.

• Select ‘Initial Assessment Assignments’.

Default Base Page View

Fully Expanded View

Site/Region drop-down.

• Defaults to user’s county site. List shows all active sites/regions for the user’s county.

Assignment Types

• Default is “All IA types”, which will return assignments of all five listed values:– CPS Initial Assessment– Court Ordered Study– Courtesy Initial Assessment– Child Welfare– Independent Investigation

“View by” relates to the assignment status.

• “All” shows open and already-closed assignments.

• “Open Assignments” shows only those that have not yet been ended.

• “Closed” Assignments shows all closed assignments.

Time Period

• Drop-down showing several pre-determined time periods. Values include – “Today” – Default– “Last 3 Days”– “This Week” (Starting with Monday)– “This Month” (Starting with 1st of current

month)– “Custom” (User entered dates)

Supervisor

• The Supervisor drop-down will default to blank. The drop-down list will include all supervisor users who share the same county as the current user and will further be filtered to the County/Site selected.

Worker

• The name of the worker on the Assignment record. “Last, First”.

Fully Expanded View

Assignment Role

• The Role on the Assignment record. – Primary– Secondary– Supervisor

Fully Expanded View

Date Assigned

• The date and timestamp of the assignment

• Displays as a hyperlink which takes the user to the Assignment page in Edit mode.

Fully Expanded View

Referral Received

• The date the timestamp of the most recent CPS report that precedes the Date Assigned.

• Displays as a hyperlink which takes the user to the Access Report in view mode.

Fully Expanded View

Response Time

• The Response Time value corresponding to the selected Response Time Required on the CPS Report.

• Displays as a hyperlink which takes the user to the Access Report in view mode.

Fully Expanded View

Case Name

• The name of the case and the case ID. Display as “Last, First (caseID)”.

• Displays as a hyperlink, which takes the user to the Maintain Case page in view mode.

Fully Expanded View

Case Status

• Text field describing whether the referral resulted in a New case or was a Re-Referral (already existing and open case).

Fully Expanded View

Worker Assignment by CPS Response Time

• The count, by worker of how many referrals (assignments) were created and the associated response times of the referral, based on the retrieved records in the Search Results.

Fully Expanded View

Referrals Assigned by Worker

• The county, by worker, of how many referrals (assignments) were created, based on the retrieved records in the Search Results.

Fully Expanded View

• On to the Reports…………..

IA Tracking Report

• SM06a106-IA Tracking

• Available on-demand in eWReports

• Purpose: – To assist in tracking the assignment of Initial

Assessment cases– Provide an overview of referrals and Initial

Assessment assignments, and related IA case work, across different time windows.

IA Tracking ReportOn-Demand Request

IA Tracking Report

• The report has four tabs, covering different time windows:– Daily Recap: The previous day’s assignments.– Weekly Review: Assignments since the *prior*

Monday (can span up to a two-week period)– Monthly Tracking: Assignments since the 1st

day of the *prior* month.– Over 45 Days: IAs that are approach or have

passed 45 day mark. Actual logic is IAs >= 40 days.

IA Tracking Report – Sample

REPORT LINK

Questions?

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